Karin Knoop, financial advisor Costa Mesa CA
93 score

Karin Knoop

CRD Number: 5612738
Current Firm: Waddell & Reed

Karin Knoop (CRD# 5612738) is an Investment Advisor Representative working at Waddell & Reed in Costa Mesa, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Agi Accounting Services, LLC Burbank, CA Jan 2011 - Current 5
Waddell & Reed, Inc. Costa Mesa, CA Jan 2009 - Current 7
Various Insurance Carriers For W & R Insurance Agencies Lakewood, CA Jan 2009 - Current 7
Esg Ventura, CA Aug 2012 - Mar 2014 1
The Home Depot Cypress, CA Sep 2011 - Oct 2012 1
Women In Insurance & Financial Services Albany, NY Jun 2011 - Oct 2012 1
Citi Residential Lending Inc. Rancho Cucamonga, CA Nov 2003 - Feb 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Karin D. Knoop
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • NV
  • NM
  • UT
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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